Abu Dhabi Islamic Bank

5 months ago

Senior Relationship Manager - Wealth Coverage - UAE & International

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 10 hours agoStatus: Live

Job Summary

Senior Relationship Manager accountable for acquiring NTB clients in Priority and Private Banking, managing high-net-worth relationships domestically and internationally, and cross-selling wealth management and liability products across global markets to drive portfolio growth and front-end revenue.

Location: United Arab Emirates

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Sr. Manager level

Key Responsibilities

•Proactively source NTB clients within the Priority and Private Banking segments, ensuring alignment with the bank's qualifying criteria for wealth management services.
•Build and maintain long-term relationships with existing clients, ensuring consistent engagement and satisfaction.
•Develop a personalized approach to client acquisition by understanding clients' financial goals, needs, and risk profiles.
•Engage with potential clients via targeted outreach, leveraging internal and external networks, local & international branches, events, and marketing initiatives.
•Promote and sell a full range of wealth management products, including Sukuk, Structure products, Mutual Funds, BancaTakaful, and other banking solutions, tailored to meet the specific needs of HNWIs and UHNWIs.
•Source and cross-sell liability products and mortgages to clients, ensuring appropriate product placement based on individual client circumstances.
•Collaborate with product specialists, credit teams, and other internal resources to develop bespoke solutions for clients.
•Leverage the bank’s international network to source clients and business opportunities from global markets where the bank has a presence, including the identification of cross-border wealth and liability needs.
•Stay up to date with market trends and competitor offerings to ensure the bank’s wealth and liability products remain competitive across all markets.
•Lead the client onboarding process, ensuring all necessary documentation, compliance, and KYC are completed in a timely and accurate manner.
•Ensure adherence to regulatory guidelines and internal policies related to client account management.
•Achieve assigned targets related to client acquisition, wealth revenues and portfolio growth, in line with bank-wide goals.
•Monitor, track, and report on performance metrics, identifying areas for growth and improvement.
•Ensure the successful cross-selling of a range of products to maximize the lifetime value of each client.
•Represent the bank at events, networking opportunities, and private client gatherings to enhance brand presence and generate leads.
•Develop a deep understanding of clients' evolving needs and deliver exceptional service to ensure client retention and referrals.
•Acquisition of NTB clients for priority and private banking.
•Growth in wealth revenues, including assets under management (AUM) and liabilities.
•Increase in (FX) revenues, Growth in NTW through targeted wealth management solutions

Key Requirements

•Minimum of 3-5 years of experience in wealth management, priority banking, private banking.

Experience:3-5 yearsWealth managementPrivate bankingPriority bankingHigh-net-worth individuals

Skills:InterpersonalCommunicationAnalyticalSelf-motivationAttention to detail

Languages:English

Tech Stack:SukukStructure productsMutual FundsBancaTakafulMortgagesKYCCompliance

Company Brief

Abu Dhabi Islamic Bank

Abu Dhabi Islamic Bank (ADIB) is a public Islamic bank providing retail, corporate, wealth and investment banking services across the UAE and international markets, offering Sharia-compliant financial products and digital banking solutions.

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Abu Dhabi, United Arab Emirates

Founded: 1997

Glassdoor: 3.5

Website LinkedIn Glassdoor

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Abu Dhabi Islamic Bank

5 months ago

Senior Relationship Manager - Wealth Coverage - UAE & International

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 10 hours agoStatus: Live

Job Summary

Location: United Arab Emirates

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Sr. Manager level

Key Responsibilities

•Proactively source NTB clients within the Priority and Private Banking segments, ensuring alignment with the bank's qualifying criteria for wealth management services.
•Build and maintain long-term relationships with existing clients, ensuring consistent engagement and satisfaction.
•Develop a personalized approach to client acquisition by understanding clients' financial goals, needs, and risk profiles.
•Engage with potential clients via targeted outreach, leveraging internal and external networks, local & international branches, events, and marketing initiatives.
•Promote and sell a full range of wealth management products, including Sukuk, Structure products, Mutual Funds, BancaTakaful, and other banking solutions, tailored to meet the specific needs of HNWIs and UHNWIs.
•Source and cross-sell liability products and mortgages to clients, ensuring appropriate product placement based on individual client circumstances.
•Collaborate with product specialists, credit teams, and other internal resources to develop bespoke solutions for clients.
•Leverage the bank’s international network to source clients and business opportunities from global markets where the bank has a presence, including the identification of cross-border wealth and liability needs.
•Stay up to date with market trends and competitor offerings to ensure the bank’s wealth and liability products remain competitive across all markets.
•Lead the client onboarding process, ensuring all necessary documentation, compliance, and KYC are completed in a timely and accurate manner.
•Ensure adherence to regulatory guidelines and internal policies related to client account management.
•Achieve assigned targets related to client acquisition, wealth revenues and portfolio growth, in line with bank-wide goals.
•Monitor, track, and report on performance metrics, identifying areas for growth and improvement.
•Ensure the successful cross-selling of a range of products to maximize the lifetime value of each client.
•Represent the bank at events, networking opportunities, and private client gatherings to enhance brand presence and generate leads.
•Develop a deep understanding of clients' evolving needs and deliver exceptional service to ensure client retention and referrals.
•Acquisition of NTB clients for priority and private banking.
•Growth in wealth revenues, including assets under management (AUM) and liabilities.
•Increase in (FX) revenues, Growth in NTW through targeted wealth management solutions

Key Requirements

•Minimum of 3-5 years of experience in wealth management, priority banking, private banking.

Experience:3-5 yearsWealth managementPrivate bankingPriority bankingHigh-net-worth individuals

Skills:InterpersonalCommunicationAnalyticalSelf-motivationAttention to detail

Languages:English

Tech Stack:SukukStructure productsMutual FundsBancaTakafulMortgagesKYCCompliance

Company Brief

Abu Dhabi Islamic Bank

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Abu Dhabi, United Arab Emirates

Founded: 1997

Glassdoor: 3.5

Website LinkedIn Glassdoor